Javelin Marketing Blog

Incredible as it may sound, most financial advisors or other sales professionals
do not understand the business they are in. Here’s my evidence.
Have you noticed that many financial advisors enroll in the CFP(r) program, the CFA program or other programs to improve their knowledge of the finance arena? When they have time, they read books [...]

You don’t need a global search to increase your business. There are just three things on which to focus:

The quality of the prospects you speak to
The number of prospects you speak to
The quality of your presentation

Let’s take these in order over three posts.
The quality of the prospects you speak to is a direct [...]